Support

Help Center

Quick answers for freelancers and teams using Follix to run follow-ups without a heavy CRM.

Getting started with Follix

  1. Create a free account and open your follow-up dashboard.
  2. Add a lead with their name, expected deal value, and when you last spoke.
  3. Set the next follow-up date. Follix surfaces them in Today and Overdue when it is time.
  4. Send the message from your normal email, then log it in Follix and schedule the next touch.

Common questions about follow-up software

Is Follix a full CRM replacement?

No. Follix is a focused follow-up system for freelancers and agencies. It tells you who to contact and when, and complements the email and tools you already use.

Does Follix auto-send emails?

No. Follix shows who to contact and when. You send the message from your normal inbox so it stays personal, then log the interaction in Follix.

How do the daily follow-up reminders work?

Every morning, Follix gives you a prioritized list of people you need to follow up with based on the dates you set. No complex CRM rules or automation trees.

Is Follix designed for freelancers and agencies?

Yes. Follix is built for freelancers, independent consultants, and lean agencies who close deals through timely follow-up—without enterprise CRM bloat.

How does Follix calculate money at risk?

When you add a lead, you enter the expected deal value. If that follow-up becomes overdue, Follix flags the value as at risk on your dashboard so you know what is slipping.

Can I import my existing pipeline?

Yes. You can import a CSV from another tool and move your leads into Follix in a few minutes.

Still stuck?

Reach the team via Contact Support. We read every message from customers and prospective users in the freelancer and agency space.